results are likely to fluctuate alongside the housing market. Masco also carries some customer concentration risk since Home Depot ..... approximately 25% to our valuation and EPS estimates of competitor Masco , which is warranted, in our view, given the faster pace of
Masco participates in a fragmented floor covering industry that is highly commoditized with little regard for brands.The company
market share. Home products grew organic revenue by 7%, ahead of an estimated 3% industry growth rate and 4% for close peer Masco . We expect the firm to continue to outgrow the industry given its sustainable competitive advantages within the dealer channel
family houses creates less revenue opportunity for Masco , since multifamily units typically have smaller ..... priced private-label plumbing brands that some of Masco 's large customers peddle. Masco is arguably "lower quality" than peer Fortune
Masco reported a nice bounce back second quarter following a disappointing first quarter. The no moat building supplier reported adjusted
Masco (NYSE: MAS ): Q2 EPS of $0.32 beats by $0.04 . Revenue of $2.26B (+5.1% Y/Y) in-line. Shares +5.8% AH. Press Release Post your comment!
leverage to a recovery in U.S. residential construction and R&R spending, and favor the company over less competitively advantaged no-moat Masco . We maintain our $44 fair value estimate and narrow economic moat rating for FBHS.
Masco posted a challenging first quarter that was characterized by one-time weather-related issues as well as some ..... now $19 per share. We continue to favor Fortune Brands Home and Security as a higher quality close peer to Masco .
upgrades included Weyerhaeuser WY (rating: BBB-, no moat), Pioneer Natural Resources PXD (rating: BBB, narrow moat), and Masco MAS (rating: BB+, no moat), which were mainly driven by a reassessment of our forecasts for each of the company's financial
Masco posted a solid close to much improved 2013 financial results. The building products company reported fourth-quarter adjusted